#Mail merge from excel 2013 how to

Going to Mailings > Start Mail Merge > Select Recipients.

Opening a new document (or a pre-saved template).

To import information from your data source, you will need to select it in Microsoft Word by: Selecting a Data Source in Microsoft Word When you have added all the required information, save your spreadsheet and open Microsoft Word.

Check formatting is correct (e.g., format zip codes as text, not numbers).

Make sure all relevant data is included in the first sheet of your workbook.

Create a column for each piece of custom information you want to include in your letter (e.g., first name, surname, address, postcode, phone number).

The key is to set up your spreadsheet so that Microsoft Word can вЂњreadвЂќ it.

For now, though, weвЂ™ll focus on using Excel. In each case, this is where MS Word finds the information to add to a document (e.g., a list of names and addresses). Microsoft Word can use an Excel spreadsheet, an Outlook contacts list or an Access database as a source for a mail merge.

#Mail merge from excel 2013 how to

In particular, we will look at how to do this when using an Excel spreadsheet as a data source. In this post, weвЂ™ll look at the basics of using mail merge. If, for example, you are sending the same letter to everyone on a mailing list, you can use mail merge to add their names and addresses at the touch of a button rather than typing each one out separately. This makes it a great time-and-effort-saving tool. The mail merge function in Microsoft Word lets you insert information into a template document. How to Use Mail Merge: Excel to Microsoft Word